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Semiconductors

Semiconductor companies design and manufacture the chips underneath every other technology theme. The industry is deeply cyclical and enormously capital hungry, and a handful of firms control the steps that no one else can perform.

178 stocks

Advanced Packaging Analog & Power Semis Photonics & Optical Interconnect Semicap & Lithography

#	Name	Holding	Trade Value	Theme Stocks	% of Portfolio	Status
426	Advisors Asset Management Monument, Colorado	$142M	-$3M	44	2.33%	Reduced
427	Evercore Wealth Management New York	$142M	-$4.11M	20	5.88%	Reduced
428	Bridgewater Associates Westport, Connecticut	$142M	+$35.5M	11	1.4%	Increased
429	Van Berkom & Associates Montreal, Quebec, Canada	$141M	-$11M	4	6.01%	Reduced
430	Analytic Investors Los Angeles, California	$141M	+$31.8M	13	1.58%	Increased
431	MVP Miller Value Partners Sarasota, Florida	$141M	-$313K	2	5.77%	Reduced
432	ACR Alpine Capital Research St. Louis, Missouri	$141M	-$692K	1	9.74%	Reduced
433	Bowen Hanes & Co Ponte Vedra Beach, Florida	$140M	-$411K	5	7.44%	Reduced
434	Confluence Investment Management St. Louis, Missouri	$140M	+$36.9M	4	3.66%	Increased
435	Letko, Brosseau & Associates Montreal, Quebec, Canada	$139M	-$5.29M	1	1.3%	Reduced
436	Zacks Investment Management Chicago, Illinois	$138M	+$4.6M	22	3.9%	Increased
437	Mirae Asset Global Investments Seoul, South Korea	$138M	+$21.3M	13	2.85%	Increased
438	Kayne Anderson Rudnick Investment Management Los Angeles, California	$137M	+$15.5M	7	1.72%	Increased
439	TBC Tweedy, Browne Co Stamford, Connecticut	$137M	-$24.9M	1	4.13%	Reduced
440	CAM Cortina Asset Management Milwaukee, Wisconsin	$137M	+$135K	13	5.89%	Increased
441	RC RGM Capital Naples, Florida	$137M	-$10.9M	2	15.4%	Reduced
442	Jarislowsky, Fraser Ltd Montreal, Quebec, Canada	$136M	-$110M	2	0.92%	Reduced
443	Riverbridge Partners Minneapolis, Minnesota	$135M	-$1.09M	6	2.71%	Reduced
444	TPG Group Holdings (SBS) Advisors Fort Worth, Texas	$134M	-$41.5M	2	1.35%	Reduced
445	William Blair & Company Chicago, Illinois	$134M	+$5.48M	24	1.18%	Increased
446	Columbia Wanger Asset Management Chicago, Illinois	$133M	-$13.7M	4	1.74%	Reduced
447	Snyder Capital Management San Francisco, California	$133M	-$2.32M	5	8.31%	Reduced
448	Findlay Park Partners London, United Kingdom	$133M	$0	1	1.54%	Maintained
449	CIBC Asset Management Toronto, Ontario, Canada	$132M	+$14.7M	26	0.97%	Increased
450	Ariel Investments Chicago, Illinois	$131M	+$19.8M	3	1.59%	Increased